The Dependants screen is used to create and manage employee dependent claims.
- When an employee adds a new dependent in their profile, the information is automatically synchronized and displayed on this screen for review.
- Admins or authorized staff with the necessary permissions can also add, edit, or remove dependent records.
1. Creating a New Dependant
Step 1: Add a New Dependant
- Navigate to Menu → Dependants.
- Click New Dependant to create a new entry.
Step 2: Enter Dependant Information
- The system will display the New Dependant screen.
- Enter the required details.
- Click Save to confirm the operation or Close to cancel.
Note:
- After creating a new dependant, select the Check button to approve the entry, changing its status to Approved.
- Alternatively, select the Cancel button to reject the dependent record.
2. Editing a Dependant
- Navigate to the Dependants screen.
- Locate the dependant record to be modified.
- Click Edit, make the necessary changes, and click Save.
3. Removing a Dependant
- Navigate to the Dependants screen.
- Locate the dependant record to be deleted.
- Click Delete and confirm the action.
Final Notes
- Ensure that dependent information is accurately recorded and approved before processing any claims.
- Only authorized personnel can approve or reject dependent records.
- Deleted dependants cannot be recovered, so proceed with caution when removing records.